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May 03, 2025
BJ's Q1 2025 Earnings Report
BJ’s reported a strong first quarter with solid revenue and income growth driven by membership gains and higher digital sales.
Key Takeaways
BJ's Wholesale Club delivered a robust Q1 with revenue of $5.15B and net income of $149.8M. Strong membership performance, digital sales growth, and new club openings contributed to the solid results.
Total revenue reached $5.15B, up from $4.92B the prior year.
Net income rose to $149.8M, a 34.9% increase year-over-year.
Digitally enabled comparable sales grew by 35%.
The company opened 5 new clubs and 4 new gas stations.
Forward Guidance
BJ’s reaffirmed its fiscal 2025 guidance, expecting modest sales growth and strong EPS despite cost pressures.
Positive Outlook
- Comparable club sales ex-gas expected to grow 2.0% to 3.5%
- Adjusted EPS guidance reaffirmed at $4.10 to $4.30
- Continued focus on traffic and market share gains
- Stable capital expenditure plan around $800M
- Resilient membership growth with increased annual fees
Challenges Ahead
- Increased SG&A expenses due to labor and occupancy costs
- Higher depreciation from added club ownership
- No upward revision to guidance despite strong Q1
- Margin pressure from investments in growth
- Uncertain macroeconomic environment could affect performance
Historical Earnings Impact
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Avg. Return Before/After Earnings
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